294
294
Dec 21, 2012
12/12
by
CNBC
tv
eye 294
favorite 0
quote 0
thursday night the house republicans couldn't whip up votes for their own fiscal cliff plan. speaker boehner says they'll be going on vacation without legislation. everyone assumes the fiscal cliff negotiations are done for the moment. suppose the new found bears conventional wisdom is wrong. suppose if we don't go over the fiscal cliff or at the very list we get resolved with minimum destruction as i talked about at the top of the show. my super bowl see you in new orleans solution. i'm not saying this will happen. i'm saying this positive scenario is very much on the table. it has to be considered. and in that rosy okay things are all right scenario, good things could happen to our stock market in 2013. let's say you're an optimist that believes the fiscal cliff will be resolved and they rise above. what's the best way to play a fabulous bull market that some think could be unleashed? simple. assuming that everything goes right, the best proxy for the market in 2013 is the blackstone group. the big publicly traded asset firm. why blackstone? a company that i wasn't keen on.
thursday night the house republicans couldn't whip up votes for their own fiscal cliff plan. speaker boehner says they'll be going on vacation without legislation. everyone assumes the fiscal cliff negotiations are done for the moment. suppose the new found bears conventional wisdom is wrong. suppose if we don't go over the fiscal cliff or at the very list we get resolved with minimum destruction as i talked about at the top of the show. my super bowl see you in new orleans solution. i'm not...
205
205
Sep 12, 2012
09/12
by
CNBC
tv
eye 205
favorite 0
quote 0
and before you say, wait a second, jim, the fiscal cliff -- the fiscal cliff, the fiscal cliff is coming. oh! allow me to point out that housing's been down so long, it can bounce back from pure household formation which doesn't stop because of a fiscal cliff. the technology cycles trump washington spending cycles, and the soft goods sold overseas aren't going to be wrecked by spending issues. let me take a look at the largest holdings on my charitable trust to get real stock examples here. first large position, cvs, charlie, victor, sam, not cbs. it's a pharmacy chain. it's a noneconomic sensitive retailer taking it to the biggest competitor walgreen's because of the fight they got in with express scripps. because of those customers. next is apple. what can i say other than apple had a product announcement today and new phone cycle that i believe will drive the economy next year. and that's how meaningful the iphone is to apple's bottom line, 70%. 70% of the profits. others must believe that too as it surged ten points at the end of today's trading. third, jpmorgan, the turn of the busi
and before you say, wait a second, jim, the fiscal cliff -- the fiscal cliff, the fiscal cliff is coming. oh! allow me to point out that housing's been down so long, it can bounce back from pure household formation which doesn't stop because of a fiscal cliff. the technology cycles trump washington spending cycles, and the soft goods sold overseas aren't going to be wrecked by spending issues. let me take a look at the largest holdings on my charitable trust to get real stock examples here....
228
228
Dec 14, 2012
12/12
by
CNBC
tv
eye 228
favorite 0
quote 0
>> people tell me that the housing business is the one that will be hurt most by fiscal cliff, but bank of america is an inexpensive stock. not my favorite bank, but banks are trading together and bank of america will do well if we solve the fiscal cliff. that is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. >>> coming up, engine of growth? the power outages that followed superstorm sandy gave many homeowners a wakeup call. as the rebuild continues, could an investment in engine company briggs & stratton help plug you into a strong trend? cramer is speaking to the ceo to find out. >>> after a tough day like this she also likes to ride her bike. she knows the potential for making or losing money can pop up anytime. that's why she trades with the leader in mobile trading. so she's always ready to take action, no matter how wily... or weird... or wonderfully the market's behaving... which isn't rocket science. it's just common sense. from td ameritrade. ito(all) the gulf!ione. spot on earth. it doesn't matter which of our great states folks vi
>> people tell me that the housing business is the one that will be hurt most by fiscal cliff, but bank of america is an inexpensive stock. not my favorite bank, but banks are trading together and bank of america will do well if we solve the fiscal cliff. that is the conclusion of the lightning round. >> the lightning round is sponsored by td ameritrade. >>> coming up, engine of growth? the power outages that followed superstorm sandy gave many homeowners a wakeup call. as...
205
205
Oct 25, 2012
10/12
by
CNBC
tv
eye 205
favorite 0
quote 0
i was and wondering how you felt this looming fiscal cliff could affect the housing market overall? >> it's definitely going to affect the housing market. if you think romney's going to win, you don't want to own the housing stocks. why? because bernanke has been the biggest supporter of housing stocks. if you want a better play, i would go with polty or lennar. let's go to john in massachusetts, please? john? >> caller: hey, ba boo-yah, jim. how you doing from halifax, massachusetts. my question is about best buy. my son has a bunch of stock, he worked for the company. is there a buyout? where's it going? >> there's no buyout. i believe the balance sheet is bad. companies that have bad balance sheets tend not to get buyouts. i think your son should be scaling out of the stock. i think that's important. i mean it. i think he should be selling the stock. let's go to ron in california. >> caller: jim, boo-yah from beautiful san clemente, california. my wife, adele, and i love you. we love the show. i want to say thank you so much for the tips on ross stores and harley davidson. i made
i was and wondering how you felt this looming fiscal cliff could affect the housing market overall? >> it's definitely going to affect the housing market. if you think romney's going to win, you don't want to own the housing stocks. why? because bernanke has been the biggest supporter of housing stocks. if you want a better play, i would go with polty or lennar. let's go to john in massachusetts, please? john? >> caller: hey, ba boo-yah, jim. how you doing from halifax,...
164
164
Nov 30, 2012
11/12
by
CNBC
tv
eye 164
favorite 0
quote 0
i think the housing cycle is so darn strong, it can trump the ills of the fiscal cliff, at least once it's sorted out. ultimately the cliff will be sorted out. of the three housing-related ipos, you need to be careful with zillow and trulia, the only one i will endorse is realogy, and only if it comes down to a level where it's cheap. how about michael in california, please? michael. >> caller: boo-yah to you, jim. with a solid dividend that pays monthly at almost a 16% yield, its current valuation a dollar beneath book value, isn't a.r.r. a great value? >> you know what? i have thought it was. this is another one of those real estate mortgage reits that i have somewhat been mystified about the price performance. someone asked about this on the street, and i said i think it should be doing better. i agree, i think it's an okay buy. john in oregon, please. >> caller: boo-yah, jimmy, how are you? >> boo-yah back at you. >> caller: residential home builders, i bought in about six or eight months ago, i have about four of them right now. it seems like the market's flattened out as far as
i think the housing cycle is so darn strong, it can trump the ills of the fiscal cliff, at least once it's sorted out. ultimately the cliff will be sorted out. of the three housing-related ipos, you need to be careful with zillow and trulia, the only one i will endorse is realogy, and only if it comes down to a level where it's cheap. how about michael in california, please? michael. >> caller: boo-yah to you, jim. with a solid dividend that pays monthly at almost a 16% yield, its current...
110
110
Dec 18, 2012
12/12
by
CNBC
tv
eye 110
favorite 0
quote 0
there will be sure to buy housing-related play into the fiscal cliff jump if we get one next week. oh, and i'm including banks. they've really taken off here, too. in large part that is because the housing crisis is over. how about the rest of the world's growth? not that long ago we heard very smart short sellers write off both china and europe it was on a year ago that italy and greece would be following in disaster. of course, they subsequently turned out to be the single best places to invest for fixed income in the world. not only did the sky not fall, but you had to do some serious buying to keep up with the others around the world. that's still the case. we have been buying an etf for my travel trust. was there a more uniform agreement than the idea that the euro had to die and the weaker countries were going into a depression? i think they'll have slow growth for years. we know a ton of countries that could do very well in a low-growth environment. a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform
there will be sure to buy housing-related play into the fiscal cliff jump if we get one next week. oh, and i'm including banks. they've really taken off here, too. in large part that is because the housing crisis is over. how about the rest of the world's growth? not that long ago we heard very smart short sellers write off both china and europe it was on a year ago that italy and greece would be following in disaster. of course, they subsequently turned out to be the single best places to...
162
162
Nov 2, 2012
11/12
by
CNBC
tv
eye 162
favorite 0
quote 0
on the race for the white house, the nations headed for the fiscal cliff, prospects for the economy and more. jack's in the box, squawk box, monday on cnbc. what about updated equipment? they can help, but recent research shows... ... nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. we don't let frequent heartburn come between us and what we love. so if you're one of them people who gets heartburn and then treats day after day... block the acid with prilosec otc and don't get heartburn in the first place! [ male announcer ] one pill each morning. 24 hours. zero heartburn. and sounds vying for your attention. so we invented a warning you can feel. introducing the all-new cadillac xts. available with a patented safety alert seat. when there's danger you might not see, you're warned by a pulse in the seat. it's technology you won't find in a mercedes e-class. the all-new cadillac xts has arrived, and it's bringing the future forward. welcome to the world
on the race for the white house, the nations headed for the fiscal cliff, prospects for the economy and more. jack's in the box, squawk box, monday on cnbc. what about updated equipment? they can help, but recent research shows... ... nothing transforms schools like investing in advanced teacher education. let's build a strong foundation. let's invest in our teachers so they can inspire our students. let's solve this. we don't let frequent heartburn come between us and what we love. so if...
112
112
Jul 24, 2012
07/12
by
KNTV
tv
eye 112
favorite 0
quote 0
>> i think the election will be important in dealing with the fiscal cliff, however it's dealt with will have an impact on business and investor sentiment. the housing recovery seems to be under way. sales are picking up. prices are stabilizing. the builders are improving. i think some of the fund mentals are in place. i think between now and the end of the year probably the two big drivers are likely to be the european headlines and what happens from a d.c. perspective as it relates to the election and then ultimately the fiscal cliff between now and january 1. >> that's discouraging. it's everything that you have nothing to do with and no control over. >> that's right. we talk about it every time we get a chance. we're focused on controlling what we can control which is winning new market share, taking care of existing customers, really differentiaing our service and providing a value-added service to our customer base. if we do, the fundamentals take care of us in the long run. our valuation will improve over time. >> couldn't agree more. your stock is too cheap. makes no sense to me,
>> i think the election will be important in dealing with the fiscal cliff, however it's dealt with will have an impact on business and investor sentiment. the housing recovery seems to be under way. sales are picking up. prices are stabilizing. the builders are improving. i think some of the fund mentals are in place. i think between now and the end of the year probably the two big drivers are likely to be the european headlines and what happens from a d.c. perspective as it relates to...
1,576
1.6K
Nov 16, 2012
11/12
by
CNBC
tv
eye 1,576
favorite 0
quote 0
cliff? the meeting helped stem the tide of decline. it caused the averages to slightly rebound. the dow closing up 46 points, pretty impressive. call me cynical, but i think we need to be careful about getting too excited about any near term resolution. how many times during the debt ceiling debacle, remember that? did our leaders insist they could hammer out a deal. even a huge grand bargain to fix the deficit only to have the negotiations unravel. until we get a resolution, the fiscal cliff will be the most important issue out there. tonight as part of my game plan, i'm going to give the historical prism as long as the cliff is hanging over our heads. as a gristled veteran of the markets, i searched my memory for the perfect analog for this moment and found it in something that happened more than 20 years ago before i give you the investing framework for the next six weeks, let's go over the more time sensitive stuff and game plan for next week. shortened week because of the holiday. first
cliff? the meeting helped stem the tide of decline. it caused the averages to slightly rebound. the dow closing up 46 points, pretty impressive. call me cynical, but i think we need to be careful about getting too excited about any near term resolution. how many times during the debt ceiling debacle, remember that? did our leaders insist they could hammer out a deal. even a huge grand bargain to fix the deficit only to have the negotiations unravel. until we get a resolution, the fiscal cliff...
99
99
Dec 15, 2012
12/12
by
CNBC
tv
eye 99
favorite 0
quote 0
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stick with cramer.
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stick with cramer.
197
197
Dec 14, 2012
12/12
by
CNBC
tv
eye 197
favorite 0
quote 0
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stake with cramer. well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that was ups. and who called ups? you did, bob. i just asked a question. it takes a long time to pack a bowling ball. the last guy pitched more ball packers. but you... you consulted ups. you found a better way. that's logistics. that's margin. find out what else ups knows. i'll do that. you're on a roll. that's funny. i wasn't being funny, bob. i know. every human being is unique. and there is one store that recognizes it. the sleep number store. the only place in the world you'll find the extraordinarily comfortable sleep number experience. an exclusive collection of innovations that totally individualize your sl
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stake with cramer. well, if it isn't mr. margin. mr. margin? don't be modest, bob. you found a better way to pack a bowling ball. that was ups. and who called ups? you did, bob. i...
152
152
Dec 15, 2012
12/12
by
CNBC
tv
eye 152
favorite 0
quote 0
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stick with kraimcrammer. crammer. . [ male announcer ] my client gloria has a lot going on in her life. wife, mother, marathoner. but one day it's just gonna be james and her. so as their financial advisor, i'm helping them look at their complete financial picture -- even the money they've invested elsewhere -- to create a plan that can help weather all kinds of markets. because that's how they're getting ready, for all the things they want to do. when the conversation turns to finding a financial advisor who's fully invested in you, turn to us. wells fargo advisors. together we'll go far. wells fargo advisors. is bigger than we think ... sometimelike the flu.fer from with aches, fever and chills- the flu's a really big deal. so why treat it
the imperative would be to get this fiscal cliff done before vacation. hey, listen, yes, no vacation without legislation. because the longer the delay the fewer reasons to start a business and the more reasons to shrink, lay off, build fewer houses, cars, or take your business offshore if you're big enough to do so. stick with kraimcrammer. crammer. . [ male announcer ] my client gloria has a lot going on in her life. wife, mother, marathoner. but one day it's just gonna be james and her. so as...
113
113
Oct 4, 2012
10/12
by
CNBC
tv
eye 113
favorite 0
quote 0
i think it is the contract and the negotiations and also the fiscal cliff. i think when this company reports it's going to have an outstanding quarter. boy, it is a -- house of pain -- until we get there. dan in new york. dan? >> hi, jim. how you doing? >> not bad, thank you. how about you? >> very good. i'm a 31-year retired teacher of global studies and economics from the beautiful town of washingtonville in upstate new york. >> man, you got the life. >> i do. i do. and i have a qui question for you. fwz a defense stock that i've oenld for a number of years, curtis wright. what do you feel the future of curtis wright will be if obama retains the presidency or if gop candidate mitt romney wins the position? >> i think they have enough that is not defense for it to carry through. i have to tell you something, this has been a historically cheap stock. i've always expected one day it would be snapped up. it never has. it's inexpensive so i'm not concerned about it. atk may be ready for takeoff. and tonight's analyst shootout, i'm agreeing with the bulls at cow
i think it is the contract and the negotiations and also the fiscal cliff. i think when this company reports it's going to have an outstanding quarter. boy, it is a -- house of pain -- until we get there. dan in new york. dan? >> hi, jim. how you doing? >> not bad, thank you. how about you? >> very good. i'm a 31-year retired teacher of global studies and economics from the beautiful town of washingtonville in upstate new york. >> man, you got the life. >> i do. i...
225
225
Dec 7, 2012
12/12
by
CNBC
tv
eye 225
favorite 0
quote 2
united technologies will give us aw fiscal cliff update and a sense of how aerospace is doing now that goodrich, a premium supplier to 'o'space, is part of the family. on friday scotts miracle grow. endless excuse making for missed quarters. can they explain the poor execution? i'll listen, but frankly i doubt it. also on friday we get november industrial production and capacity utilization numbers. did november really matter or was it all sandy? i think prices were stagnant. but i want to try to figure out whether the new boom in cars and homes could impact industrial production and capacity utilization no matter what. i'm trying to understand the unemployment number today. after these numbers that we get now, after those we're going to be officially on recession watch going forward, meaning that we expect all the good numbers to kind of let's say peter out because of the fiscal cliff and what it's doing for hiring, or the lack of it. and speaking of the fiscal cliff, let me say to washington, no vacation without legislation. we will be virtually monitoring airports to see which legis
united technologies will give us aw fiscal cliff update and a sense of how aerospace is doing now that goodrich, a premium supplier to 'o'space, is part of the family. on friday scotts miracle grow. endless excuse making for missed quarters. can they explain the poor execution? i'll listen, but frankly i doubt it. also on friday we get november industrial production and capacity utilization numbers. did november really matter or was it all sandy? i think prices were stagnant. but i want to try...
216
216
Aug 10, 2012
08/12
by
CNBC
tv
eye 216
favorite 0
quote 0
on the fiscal cliff. the fed has made its move. the bell goes off right? doesn't some bell go off and let us buy stocks? guess what? when the bell goes off it'll be time to sell not buy. the market anticipates good news. doesn't just wait for it. you got to buy when things are most at risk not least at risk. that's the way the game is played. always has been and always will be. here's the bottom line. hate it, like it, dis it, feel whatever you want but this market has been going higher and it can go higher still. and if this market were loved by all, believe me, the rally would most certainly be over. stafford in oregon knch hey jim how you doing? >> real good chief. how about you? >> caller: good thanks. my question is with the recent fire at the oil refinery run by chevron down in california i know the price of gas is going to go up. is this a good time to buy oil stocks such as chevron because of the fire? >> don't matter. you can say the refineries will have a short boost. look, it's the best growth of the majors. that's what you got to care about. th
on the fiscal cliff. the fed has made its move. the bell goes off right? doesn't some bell go off and let us buy stocks? guess what? when the bell goes off it'll be time to sell not buy. the market anticipates good news. doesn't just wait for it. you got to buy when things are most at risk not least at risk. that's the way the game is played. always has been and always will be. here's the bottom line. hate it, like it, dis it, feel whatever you want but this market has been going higher and it...
473
473
Nov 7, 2012
11/12
by
CNBC
tv
eye 473
favorite 0
quote 0
i hope that we can actually see the beginning of the end to this fiscal cliff problem now that we have clarity in the white house. >> and with only 54 days to spare. that time is going to be tight. michelle caruso-cabrera joins us tonight as well, with some reaction to not just the results of the projected results tonight, michelle, but what it means for the next 2 1/2 months. >> i would just say the romney campaign maybe still feels comfortable saying they don't want to concede ohio because we still don't know florida. i've been sitting watching the results come in and florida is still incredibly -- if we finally got a decision there, that would be more -- that would lead to a far more decisive outcome. that's why we've still been sitting in this position and they can fight it. it's been sometimes within 1,000 votes within florida. it's been very, very close the whole night. you can see it there. so if we got some decision, that would help as well. one of the things we're waiting for. i have to tell you, having watched all the states minute by minute by minute, this is not definitive.
i hope that we can actually see the beginning of the end to this fiscal cliff problem now that we have clarity in the white house. >> and with only 54 days to spare. that time is going to be tight. michelle caruso-cabrera joins us tonight as well, with some reaction to not just the results of the projected results tonight, michelle, but what it means for the next 2 1/2 months. >> i would just say the romney campaign maybe still feels comfortable saying they don't want to concede...